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YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN 401k Plan overview

Plan NameYULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN
Plan identification number 001

YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

YULISTA HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name:YULISTA HOLDINGS, LLC
Employer identification number (EIN):920087845
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01SHARON LECHNER2020-10-04 SHARON LECHNER2020-10-04
0012019-01-01SHARON LECHNER2020-04-01 SHARON LECHNER2020-04-01
0012018-01-01SHARON LECHNER2019-06-12 SHARON LECHNER2019-06-12
0012017-01-01SHARON LECHNER2019-06-12 SHARON LECHNER2019-06-12
0012016-01-01SHARON LECHNER2019-06-12 SHARON LECHNER2019-06-12
0012015-01-01SHARON LECHNER2019-06-12 SHARON LECHNER2019-06-12
0012014-01-01MONICA JAMES2015-10-14 MONICA JAMES2015-10-14
0012013-01-01SHARON BURNS
0012012-01-01SHARON BURNS
0012011-01-01ANGELA K. WARNER ANGELA K. WARNER2012-10-15
0012010-01-01ANGELA K. WARNER ANGELA K. WARNER2011-10-14

Plan Statistics for YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN

401k plan membership statisitcs for YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN

Measure Date Value
2013: YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,000
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-010
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01753
Total number of active participants reported on line 7a of the Form 55002012-01-01887
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01113
Total of all active and inactive participants2012-01-011,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,000
Number of participants with account balances2012-01-01746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01816
Total number of active participants reported on line 7a of the Form 55002011-01-01677
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0176
Total of all active and inactive participants2011-01-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01753
Number of participants with account balances2011-01-01652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01720
Total number of active participants reported on line 7a of the Form 55002010-01-01761
Number of retired or separated participants receiving benefits2010-01-0147
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01808
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01808
Number of participants with account balances2010-01-01761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN

Measure Date Value
2013 : YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$12,005,857
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$0
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$0
Value of total assets at beginning of year2013-12-31$12,005,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$8,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$0
Value of net assets at end of year (total assets less liabilities)2013-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,005,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,997,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG LLP
Accountancy firm EIN2013-12-31135565207
2012 : YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,081,004
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,834,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,831,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,021,758
Value of total assets at end of year2012-12-31$12,005,857
Value of total assets at beginning of year2012-12-31$9,759,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,965
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$161,629
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$161,629
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,099,146
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$66,797
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$260,657
Administrative expenses (other) incurred2012-12-31$3,965
Total non interest bearing cash at end of year2012-12-31$8,027
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,246,011
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,005,857
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,759,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,997,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,670,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$757,913
Net investment gain/loss from pooled separate accounts2012-12-31$139,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$661,955
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$22,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,831,028
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135565207
2011 : YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-676,704
Total unrealized appreciation/depreciation of assets2011-12-31$-676,704
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,094,962
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$486,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$479,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,447,002
Value of total assets at end of year2011-12-31$9,759,846
Value of total assets at beginning of year2011-12-31$8,151,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,596
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$240,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$240,960
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,827,753
Participant contributions at end of year2011-12-31$66,797
Participant contributions at beginning of year2011-12-31$56,586
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$61,503
Other income not declared elsewhere2011-12-31$83,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,608,505
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,759,846
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,151,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,670,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,076,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$557,746
Employer contributions (assets) at end of year2011-12-31$22,395
Employer contributions (assets) at beginning of year2011-12-31$18,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$479,861
Contract administrator fees2011-12-31$6,596
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLC
Accountancy firm EIN2011-12-31135565207
2010 : YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$644,009
Total unrealized appreciation/depreciation of assets2010-12-31$644,009
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,748
Total income from all sources (including contributions)2010-12-31$3,091,982
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$892,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$878,292
Value of total corrective distributions2010-12-31$9,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,279,150
Value of total assets at end of year2010-12-31$8,151,341
Value of total assets at beginning of year2010-12-31$5,961,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,435
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$168,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$168,823
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,525,776
Participant contributions at end of year2010-12-31$56,586
Participant contributions at beginning of year2010-12-31$48,448
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$278,305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$9,748
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$4,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,199,507
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,151,341
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,951,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,076,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,897,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$475,069
Employer contributions (assets) at end of year2010-12-31$18,274
Employer contributions (assets) at beginning of year2010-12-31$16,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$878,292
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG, LLC
Accountancy firm EIN2010-12-31135565207

Form 5500 Responses for YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN

2013: YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: YULISTA MANAGEMENT SERVICES, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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